WAM

Wolverine Asset Management Portfolio holdings

AUM $7.03B
1-Year Est. Return 3.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+3.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.59B
AUM Growth
+$30.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,631
New
Increased
Reduced
Closed

Top Buys

1
+$41.7M
2
+$33.6M
3
+$23.1M
4
TSLA icon
Tesla
TSLA
+$22M
5
NEE.PRT
NextEra Energy 7.234% Corporate Units
NEE.PRT
+$14.2M

Top Sells

1
+$49.5M
2
+$26.4M
3
+$14.5M
4
USAR
USA Rare Earth Inc
USAR
+$10.5M
5
VACHU
Voyager Acquisition Corp Unit
VACHU
+$8.22M

Sector Composition

1 Financials 5.87%
2 Technology 3.32%
3 Industrials 2.16%
4 Consumer Discretionary 2.09%
5 Healthcare 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1201
– –
-8,179
1202
– –
-5,412
1203
– –
-2,372
1204
– –
-204,279
1205
– –
-374,414
1206
– –
-86,869
1207
– –
-427,998
1208
– –
-112,008
1209
– –
-343,776
1210
– –
-7,136
1211
– –
-249,736
1212
– –
-90,862
1213
– –
-241,723
1214
– –
-42,678
1215
– –
-3,927
1216
– –
-132,985
1217
– –
-63,353
1218
– –
-159,571
1219
– –
-110,865
1220
– –
-534,493
1221
– –
-49,314
1222
– –
-46,685
1223
– –
-140,783
1224
– –
-152,807
1225
– –
-34,590
47 48
49
50 51